5 posts by kevinoakes
Mobile Solutions

You have heard the saying ‘we’re only human’?  It’s a phrase we use to remind ourselves that we are prone to making mistakes.  In your business, your team members do not intentionally enter incorrect data or lose information but it

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June 7, 2013

CRM Demos: A Customer’s Primer

Written by Posted in CRM, Hot Topics Comments 0

On the occasion of my colleague and good friend, Mark AuCoin, being named Microsoft’s Global Pre-Sales Specialist of the Year, I thought I would share some thoughts on the CRM Demonstration process. As a potential CRM customer, I’ll describe what

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At Navantis, we have completed many CRM implementation projects and I believe the ‘missing link’ in most plans is the amount of time allocated to Change Management. Training alone does not ensure the successful adoption of your new CRM environment.

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March 6, 2013

When is Dynamics CRM the “Right Fit”?

Written by Posted in CRM, Hot Topics Comments 0

We get asked this question a LOT.  When do I need CRM vs. using Outlook, Sharepoint, Excel, Access or any other Microsoft platform product that provides an ability to track data in some kind of structured way?  The answer is

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January 16, 2013

Taking CRM Out of the Box

Written by Posted in CRM, Technology Comments 0

I was reviewing some of the available CRM content off various websites and I was amazed to see that, for the most part, IT professionals are still talking about traditional uses of CRM. By traditional, I am referring to Contact

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